See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,395 | $115,770-76.3% | $101,248-72.9% | $158,922-82.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.52% | 56.14%-49.6pp | 46.47%-40.0pp | 302.83%-296.3pp |
| Employer contribution / active EE | $13,460 | $4,175+222.4% | $3,660+267.8% | $4,761+182.7% |
| Participant deferral / active EE | $4,258 | $4,957-14.1% | $4,370-2.6% | $5,982-28.8% |
| Admin fee / account holder | $6,726 | $7,245-7.2% | $5,945+13.1% | $11,246-40.2% |